Square One Wealth Management

Quality advice in plain English at a fair price

Square One Wealth Management LLP is a boutique practice providing financial planning services to high net worth individuals and trusts typically with over £500,000 in investable assets, situated anywhere in the United Kingdom. We also assist highly profitable SMEs with their corporate financial planning. For clients in later life we can also offer advice on Inheritance Tax and long term care.

We like to work in a relaxed and informal way to put our clients at ease.

We are a member of the Quilter Financial Planning network; the Quilter name can be traced back to 1869.

Our FCA number is 920347 and you can check this here.

Download a guide to our services here.

Contact us here.

Find Us

Maple Barn, Beeches Farm Road
Shortbridge
TN22 5QD

Contact Us

Square One Wealth Management profile

The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 497604. Approver Quilter Financial Limited 20/07/2022.

Square One Wealth Management LLP is registered in England and Wales, No. OC304412. Registered Office: Maple Barn, Beeches Farm Road, Shortbridge, Near Uckfield, TN22 5QD.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Made with ❤ by Neptune Media

Privacy Policy